United Capital Financial Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

United Capital Financial Advisors’s Portfolio DMXF Stock Details DMXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.19M	Buy	+15,872	New	+$1.24M	0.01%	694
2025 Q3	–	Sell	-20,585	Closed	-$1.53M	–	1212
2025 Q2	$1.53M	Sell	20,585 -1,465	-7%	-$104K	0.01%	498
2025 Q1	$1.48M	Sell	22,050 -17,380	-44%	-$1.18M	0.01%	483
2024 Q4	$2.55M	Buy	39,430 +3,757	+11%	+$255K	0.02%	372
2024 Q3	$2.57M	Buy	35,673 +6,872	+24%	+$476K	0.02%	364
2024 Q2	$1.94M	Buy	28,801 +3,529	+14%	+$238K	0.02%	412
2024 Q1	$1.72M	Buy	25,272 +129	+0.5%	+$8.46K	0.01%	459
2023 Q4	$1.61M	Buy	+25,143	New	+$1.49M	0.01%	460

Other funds holding DMXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $191M AUM

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

United Capital Financial Advisors's DMXF Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q1 2026: 15,872 shares worth $1.19M. The stake represents 0.01% of the portfolio and ranks #694 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in DMXF as recently as Q2 2025.

United Capital Financial Advisors first reported a position in DMXF in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.57M in Q3 2024. 242 funds tracked by Wall St. Rank hold DMXF as of Q1 2026.

United Capital Financial Advisors held 15,872 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.19M as of Q1 2026.
iShares ESG Advanced MSCI EAFE ETF was a new United Capital Financial Advisors position in Q1 2026.
iShares ESG Advanced MSCI EAFE ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #694 holding.
United Capital Financial Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2023 and has held it in 8 quarters since.
United Capital Financial Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $2.57M in Q3 2024.
242 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.